What happens when I meet with a Wealth Manager?

Last Updated: 05 Apr 2016

You’ll have several meetings with your Wealth Manager so they can get to know your personal goals and circumstances and explain how ASB’s Wealth Advisory Service works.

If you want to continue, they’ll develop an investment plan that includes recommendations for financial products and services. Please see our What a Wealth Manager can do for me guide for more detail on the wealth advice process.